Tata Corporate Bond Fund vs UTI Corporate Bond Fund compare
Tata Corporate Bond Fund-Regular Plan-Growth
UTI Corporate Bond Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Tata Corporate Bond Fund-Regular Plan-Growth | UTI Corporate Bond Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Tata Corporate Bond Fund-Regular Plan-Growth | UTI Corporate Bond Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Low to Moderate |
Asset Size (Cr) | ₹2910 Cr | ₹4779 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 01 Dec 2021 | 08 Aug 2018 |
Category | Corporate Bond | Corporate Bond |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Corporate Bond Fund | CRISIL Corporate Bond Fund BII Index |
Turn Over | 106% | 24.24% |
Expense Ratio | 0.86 | 0.59 |
Manager | Abhishek Sonthalia | Anurag Mittal |
ISIN Code | INF277KA1299 | INF789F1A447 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Tata Corporate Bond Fund-Regular Plan-Growth | UTI Corporate Bond Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.35% | 0.67% |
6 Month | 4.62% | 5.11% |
1 Year | 9.12% | 9.46% |
3 Year | 7.59% | 7.63% |
5 Year | - | 6.38% |
SIP Return Analysis
Scheme Name | Tata Corporate Bond Fund-Regular Plan-Growth | UTI Corporate Bond Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.49% | 2.88% |
1 Year | 9.26% | 10.14% |
3 Year | 8.25% | 8.42% |
5 Year | - | 7.06% |
Rolling Lumpsum Returns
Scheme Name | Tata Corporate Bond Fund-Regular Plan-Growth | UTI Corporate Bond Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 6.89% | 6.98% |
3 Year | 6.04% | 5.88% |
5 Year | - | 6.83% |
Risk Management
Scheme Name | Tata Corporate Bond Fund-Regular Plan-Growth | UTI Corporate Bond Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.332% | 1.041% |
Sharp | -0.344% | -0.273% |
Beta | 1.11% | 0.838% |
Alpha | -0.414% | -0.195% |
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Fund Managers
Scheme Name | Tata Corporate Bond Fund-Regular Plan-Growth | UTI Corporate Bond Fund - Regular Plan - Growth Option |
---|---|---|
Name | Abhishek Sonthalia | Anurag Mittal |
Total AUM | ₹28928 Cr | ₹35669 Cr |
Funds Managed | 4 | 7 |
Tata Corporate Bond Fund-Regular Plan-Growth | UTI Corporate Bond Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Tata Corporate Bond Fund-Regular Plan-Growth |
UTI Corporate Bond Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Tata Corporate Bond Fund-Regular Plan-Growth |
UTI Corporate Bond Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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